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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,938 | $82,674-95.2% | $125,381-96.9% | $68,486-94.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $760 | $3,382-77.5% | $4,815-84.2% | $2,597-70.7% |
| Participant deferral / active EE | $1,090 | $6,111-82.2% | $7,448-85.4% | $4,028-72.9% |
| Admin fee / account holder | $228 | $6,277-96.4% | $10,007-97.7% | $5,404-95.8% |